See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,869 | $115,770-79.4% | $101,248-76.4% | $158,922-85.0% |
| Participation rate | 58.3% | 79.4%-21.0pp | 75.8%-17.5pp | 82.0%-23.6pp |
| Annual return | 662.37% | 56.14%+606.2pp | 46.47%+615.9pp | 302.83%+359.5pp |
| Employer contribution / active EE | $2,297 | $4,175-45.0% | $3,660-37.2% | $4,761-51.8% |
| Participant deferral / active EE | $2,541 | $4,957-48.8% | $4,370-41.9% | $5,982-57.5% |
| Admin fee / account holder | $545 | $7,245-92.5% | $5,945-90.8% | $11,246-95.2% |